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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

1,067 hedge funds and large institutions have $26.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 369 increasing their positions, 389 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
+28
Holders Change %
+2.69%
% of All Funds
14.2%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.04%
New
158
Increased
369
Reduced
389
Closed
106
Calls
$3.85B
Puts
$2.8B
Net Calls
+$1.05B
Net Calls Change
+$850M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$393M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$271M
3
Citadel Advisors
Citadel Advisors
Florida
+$230M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$216M
5
Wells Fargo
Wells Fargo
California
+$212M

Top Sellers

1
NI
NYL Investors
New York
-$799M
2
Bank of America
Bank of America
North Carolina
-$575M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$357M
4
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$140M
5
Ameriprise
Ameriprise
Minnesota
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
926
North Star Investment Management
Illinois
$72K -$29.2K -273 -29%
MCI
927
MRP Capital Investments
Georgia
$69.4K +$69.4K +650 New
BCMLT
928
Beacon Capital Management LLC (Tennessee)
Tennessee
$66.7K +$320 +3 +0.5%
FNWA
929
Financial Network Wealth Advisors
Utah
$64.2K -$28K -262 -30%
NG
930
NWK Group
California
$62.9K +$3.31K +31 +6%
CA
931
Centerpoint Advisors
Massachusetts
$62K +$5.44K +51 +10%
HFS
932
Hantz Financial Services
Michigan
$62K +$62K +580 New
KBFS
933
Kohmann Bosshard Financial Services
Ohio
$61.4K +$61.4K +575 New
USB
934
Union Savings Bank
Connecticut
$60.8K – – –
SNB
935
Security National Bank
Nebraska
$59.8K – – –
SIC
936
Salem Investment Counselors
North Carolina
$58.2K +$1.28K +12 +2%
MFC
937
Mechanics Financial Corp
Ohio
$56.7K – – –
AWM
938
Activest Wealth Management
Florida
$56.3K – – –
RCM
939
Raleigh Capital Management
North Carolina
$53.6K +$53.6K +502 New
TH
940
TCTC Holdings
Texas
$53.4K – – –
WPA
941
West Paces Advisors
Georgia
$53.4K – – –
CSPIA
942
Cary Street Partners Investment Advisory
Virginia
$52.5K -$3.35M -31,357 -98%
FFWM
943
Future Financial Wealth Management
Ohio
$51.9K – – –
TRCT
944
Tower Research Capital (TRC)
New York
$51.6K +$35.5K +332 +220%
LC
945
Lavaca Capital
Texas
$51.4K +$51.4K +481 New
TAM
946
Townsend Asset Management
North Carolina
$49.5K -$2.35K -22 -5%
1IA
947
1620 Investment Advisors
Massachusetts
$45.6K – – –
AWM
948
Atticus Wealth Management
Florida
$45.4K +$641 +6 +1%
T
949
Tidemark
California
$45K – – –
MWM
950
Mascoma Wealth Management
New Hampshire
$44.9K – – –
36 37
38
39 40